This legal basics module of the Foundations 101 virtual seminar, hear an overview of all private foundation rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional.
By the end of this session, you will be able to:
- Identify simple ways to follow the public disclosure rules
- Restate the definition of disqualified persons and know the three steps to identify potential self-dealing
Participants are encouraged to purchase the Foundation Guidebook to complement their learning experience.
Speakers:
Andrew Schulz, Of Counsel, Adler & Colvin
Mr. Schulz is Of Counsel at the law firm of Adler & Colvin, where he represents clients including public charities, private foundations, individual and corporate donors, nonprofit advocacy groups, and others. His practice emphasizes corporate governance and federal and state tax law matters unique to nonprofit and tax-exempt organizations. Prior to joining Adler & Colvin, Mr. Schulz served as General Counsel for New Venture Fund, where he provided guidance to the organization and its fiscally sponsored projects on a range of corporate governance, tax, advocacy, and other legal issues. Mr. Schulz has also served as General Counsel for Arabella Advisors, Executive Vice President at Foundation Source, and Vice President of Legal and Government Relations at the Council on Foundations. Mr. Schulz is a frequent speaker at national conferences, including the American Bar Association, Georgetown Law Representing & Managing Tax-Exempt Organizations, the University of Texas School of Law Nonprofit Organizations Institute, and other national and regional events.
Ingrid Mittermaier, Principal, Adler & Colvin
Ingrid Mittermaier is a principal in the San Francisco law firm of Adler & Colvin, which specializes in the representation of nonprofit organizations and their donors in tax and corporate matters. Ms. Mittermaier is a past member of the Executive Committee of the State Bar of California’s Taxation Section and a past member of the adjunct faculty at the University of San Francisco. She has contributed to various publications, including a chapter entitled “United States and California Law” in Charity Law, a part of the European Lawyer Reference Series, published in 2012 and updated in 2019. Ms. Mittermaier received her B.A. with distinction from Stanford University, and received her J.D. from the School of Law (Boalt Hall) of the University of California at Berkeley.
Full Foundations 101 Virtual Seminar Schedule
- February 25, 2025: Getting Started
- February 27, 2025: Governance Basics
- March 4, 2025: Legal Basics
- March 6, 2025: Investment Management Oversight
- March 11, 2025: Grantmaking Basics
Registration Fees
| Entire Series | Individual Module | |
|---|---|---|
| Exponent Philanthropy Members | $450 | $130 |
| NonMembers | $700 | $225 |
Registration and Other Policies
Prior to the program, you will receive your unique access information and will also receive access to the recording following the program. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.